Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shon? Claim Your ProfileShon Houston is a financial professional with over 15 years of experience in the financial services industry. Shon is currently registered with Osaic Wealth, Inc. Shon has held previous roles at various firms, including TRIAD ADVISORS LLC, SECURITIES AMERICA, INC., WOODBURY FINANCIAL SERVICES, INC., FSC SECURITIES CORPORATION, SAGEPOINT FINANCIAL, INC., and TD AMERITRADE, INC. Shon holds several industry licenses, including Series 66, Series 63, Series 53, Series 4, Series 24, Series 52TO, SIE, and Series 7. Shon specializes in providing financial planning, portfolio management for businesses and individuals, and pension consulting. Shon is committed to helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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AZ
06/14/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
02/10/2023 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
05/01/2018 - 08/19/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
02/10/2023 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
02/10/2023 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
02/10/2023 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
NE
12/22/2008 - 07/19/2016
TD AMERITRADE, INC. (OMAHA NE)
BOTH
Issued 08/13/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/29/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/18/2018
Series 4 - Registered Options Principal Examination
BC
Issued 04/19/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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